Job Title: Head – General Operations & Strategic Project Coordination

Employment Type: Full-time

Department: General Operations / Strategic Operations

1. About the Company

Mentor Wealth is a forward-thinking financial services firm dedicated to helping investors secure their future through trustworthy, ethical, and technology-enabled solutions. We are a

26-year-old organisation with a client base of over 2500 . We foster a culture where trust,

integrity, growth, and employee well-being come first. Our team thrives in a supportive,

collaborative, and energetic environment with a strong emphasis on learning, recognition, and employee satisfaction.

2. Role Overview

As the Head – General Operations & Strategic Project Coordination , you will be responsible for overseeing and driving the execution of major projects, initiatives, and critical operational requirements across the organisation .

This is a high-level, cross-functional role that will work closely with Senior Management and multiple departments including Marketing, IT, CRM, Operations, Research,

Customer Success, Administration, Business Development, and other functional areas .

The primary responsibility will be to ensure that important projects initiated by the management are properly tracked, regularly followed up, executed within defined timelines, and taken to successful closure .

The role requires an individual with strong ownership, excellent follow-up capabilities,

strategic thinking, leadership maturity, and the ability to coordinate multiple teams and projects simultaneously.

3. Key Responsibilities & KPIs

Responsibilities:

- Develop and maintain a centralised tracking mechanism for all major organisational projects and initiatives.• Coordinate with different departments to understand project requirements, timelines,

responsibilities, dependencies, and deliverables.
- Take regular and structured follow-ups with project owners and concerned teams to ensure timely execution.
- Monitor the progress of major projects related to Marketing, IT, CRM, Technology,

Operations, Research, Customer Success, Administration, and other business functions .

• Act as a central coordination point between Senior Management and execution teams .

- Ensure that management directives and strategic initiatives are translated into actionable tasks and are followed through to completion.
- Track pending tasks, delayed activities, dependencies, bottlenecks, and critical action points.
- Proactively identify potential delays or execution gaps and escalate them to the appropriate authority.

• Prepare and present project status reports, MIS, dashboards, progress reports, and management updates .





- Conduct regular reviews of ongoing projects and ensure clear ownership and accountability for every action item.
- Coordinate cross-functional projects involving multiple departments and ensure smooth communication between stakeholders.
- Follow up with external vendors, agencies, technology partners, consultants, and service providers wherever required.
- Monitor CRM-related projects, system upgrades, integrations, automation initiatives, and technology implementation projects in coordination with the IT and Operations teams.
- Track major Marketing initiatives including campaigns, branding projects, digital initiatives,

events, content requirements, and external agency deliverables.

• Monitor operational improvement projects and identify opportunities for process optimisation and automation.• Establish structured systems for task management, project monitoring, escalation,documentation, and closure .

- Ensure that all important projects are properly documented from initiation to completion.
- Review completed projects and identify learnings, gaps, and opportunities for improvement.
- Support Senior Management in monitoring and executing strategic business initiatives.

KPIs:

- Percentage of major projects completed within defined timelines.
- Timely follow-up and closure of critical action items.
- Reduction in delayed and overdue projects.
- Accuracy and timeliness of management reports and project dashboards.
- Effective coordination across departments.
- Successful execution of cross-functional projects.
- Timely identification and escalation of operational/project risks.
- Improvement in internal processes, productivity, and accountability.
- Stakeholder satisfaction with project coordination and execution.
- Percentage of management initiatives successfully implemented within agreed timelines.

4. Must-Have Skills & Experience

Professional Skills:

• Strong understanding of project management, business operations, and cross-functional coordination .

- Excellent follow-up, tracking, monitoring, and escalation skills.
- Ability to manage multiple high-priority projects simultaneously.
- Robust understanding of MIS, dashboards, reporting, and management information systems.

• Proficiency in MS Excel / Google Sheets, PowerPoint, project management tools, CRM systems, and other digital productivity tools .• Ability to understand projects across different domains such as IT,



CRM, Marketing,

Operations, Technology, and Business Development .

- Strong analytical ability to identify bottlenecks, dependencies, execution gaps, and potential risks.
- Ability to create structured trackers, workflows, review mechanisms, and reporting systems.

Soft Skills & Experience:

- 5+ years of experience in General Operations, Project Management, PMO, Business

Operations, Strategic Coordination, Management Consulting, or a similar senior-level role.

• Proven experience in managing multiple cross-functional projects and stakeholders .

- Experience working directly with Senior Management / Leadership Teams will be strongly preferred.
- Excellent communication, coordination, negotiation, and stakeholder management skills.
- Strong leadership, ownership, accountability, and decision-making abilities.
- Highly organised with exceptional attention to detail.
- Strong problem-solving and critical-thinking capabilities.
- Ability to work independently and proactively drive projects without continuous supervision.
- Ability to confidently follow up with senior and junior stakeholders and ensure accountability for deliverables.
- Ability to work effectively in a fast-paced and dynamic business environment.
- Bachelor’s or Master’s degree in Business Administration, Operations, Management,

Finance, Technology, or a related field .

- Certifications in PMP, PRINCE2, Agile, Six Sigma, Operations Management, or related areas will be preferred.

5. What’s in It for the Candidate

- High-visibility leadership role with direct exposure to Senior Management and company-

wide initiatives.• Opportunity to work across multiple business functions and gain comprehensive exposure to IT, CRM, Marketing, Operations, Technology, and Strategic Business Projects .

- Significant ownership and decision-making involvement in important organisational initiatives.

• Opportunity to build and implement company-wide project management and operational systems .

- Direct contribution towards improving organisational efficiency, accountability, and execution.
- Opportunity to work on high-impact projects and become a key part of the organisation's strategic execution framework.
- Support for continuous learning, professional development, certifications, and leadership growth.
- A collaborative, energetic, and respectful work environment focused on long-term growth,

accountability, and value creation .

- Strong visibility and recognition for successful execution of strategic and high-priority organisational initiatives.

6. How to Apply

- Interested candidates can send their updated resume to Parul Bakshi at [email protected]

📌 Head – General Operations & Strategic Project Coordination (New Delhi)
🏢 MENTOR WEALTH
📍 New Delhi